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Carl Spiess, CFP, FMA, CIM, FCSI, MBA
Director, Wealth Management |
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Phone
Fax
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(416) 863-7777
(416) 863-7479 |
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Toll Free
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1-800-387-9273 |
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Email
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carl_spiess@scotiamcleod.com |
| I work as part of a team that helps our clients achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals. We achieve this by following a Disciplined Investment Philosophy and through the implementation of a Personalized Plan based on information you provide about your situation. |
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Our team of experts draw on the experience of our firm, founded in 1921, and follow our motto of Building Relationships for Life. We maintain our reputation by providing excellent service, and by doing what is right for our clients.
Having had an online presence for my clients since 1996, I am a leader in communicating the world of investments to my valued clients. An informed investor is the best customer, and tends to achieve better long term returns. I keep in touch with my clients regularly through my electronic newsletter, and with ongoing personal account reviews.
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
The advantage of having a large team, is that I have time for the most interesting part of my job, meeting with clients and educating individuals about investing. By employing professional managers to handle many of the day to day tasks of money management, we can focus on you and your needs, not just specific securities or transactions.
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Trusted Advice
ScotiaMcLeod continues to build "Relationships for Life".
I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
40 King St West
15th Floor
Toronto, ON M5H 3Y2
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Additional Team Members:
Allan McGlade, CLU,CFP,CIM
Senior Wealth Advisor
Andrew McGoey, CFP, FMA
Wealth Advisor
Sharon Calvert
Investment Associate
Nicole Keeler
Investment Associate
Chris Kelly
Investment Associate
David Hillier
Investment Associate
Nalini Singh
Senior Associate
Debbie-Ann Despa
Administrative Associate
Brenda Cordeiro
Branch Operations Assistant
Claudia Ochoa
Administrative Assistant
Natasha Ramcharitar
Administrative Assistant
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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